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Sonic Automotive
SAH

218 hedge funds and large institutions have $1.17B invested in Sonic Automotive in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

5% more funds holding

Funds holding: 208 → 218 (+10)

0.66% more ownership

Funds ownership: 80.63% → 81.29% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7% less capital invested

Capital invested by funds: $1.26B → $1.17B (-$86.7M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

66% less call options, than puts

Call options by funds: $3.17M | Put options by funds: $9.24M

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
63
Reduced
80
Closed
28
Calls
$3.17M
Puts
$9.24M
Net Calls
-$6.07M
Net Calls Change
-$7.21M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$26.2M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$12.2M
3
MP
Mangrove Partners
Connecticut
+$11.8M
4
ER
EVR Research
Virginia
+$9.12M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$8.69M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$48.6M
2
Millennium Management
Millennium Management
New York
-$22.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$17.5M
4
FA
Friess Associates
Delaware
-$7.66M
5
HA
Heartland Advisors
Wisconsin
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
201
Sageworth Trust Company of South Dakota
South Dakota
$5K +$4.76K +95 New
AIC
202
Archer Investment Corporation
Indiana
$4.96K – – –
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$4K +$3.51K +70 +389%
WC
204
Wexford Capital
Florida
$3.23K +$3.27M +65,268 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$3K -$200 -4 -7%
PCG
206
Private Capital Group
Connecticut
$3K – – –
C
207
Covestor
United Kingdom
$3K +$3.31K +66 New
QCG
208
Quadrant Capital Group
Ohio
$2K -$150 -3 -6%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$2K – – –
MAM
210
McCarthy Asset Management
California
$2K – – –
ST
211
Sageworth Trust
Pennsylvania
$1K -$5.01K -100 -77%
BWA
212
BDO Wealth Advisors
Florida
$1K – – –
SBL
213
Sargent Bickham Lagudis
Colorado
$1K – – –
S
214
SignatureFD
Georgia
$1K – – –
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$564 -$9.07K -181 -2%
FA
216
Friess Associates
Delaware
– -$7.66M -145,690 Closed
HF
217
HRT Financial
New York
– -$3.02M -57,590 Closed
CIA
218
Capital Impact Advisors
Massachusetts
– -$1.65M -31,381 Closed
WG
219
Winton Group
United Kingdom
– -$1.48M -28,217 Closed
PCM
220
Prelude Capital Management
New York
– -$1.24M -23,663 Closed
JCIA
221
Jackson Creek Investment Advisors
Colorado
– -$1.13M -21,564 Closed
Renaissance Technologies
222
Renaissance Technologies
New York
– -$1.02M -19,330 Closed
TI
223
Trexquant Investment
Connecticut
– -$608K -11,569 Closed
GCP
224
GSA Capital Partners
United Kingdom
– -$581K -11,049 Closed
Walleye Capital
225
Walleye Capital
New York
– -$559 -10,632 Closed
6 7 8
9
10

SAH Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2021, worth a combined $1.17B — down 6.9% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SAH positions and 28 closed out — a net gain of 12 holders — while 63 added to existing stakes and 80 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $26.2M. The largest seller was Victory Capital Management, cutting an estimated $48.6M.

  • 218 institutional investors held Sonic Automotive (SAH) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $1.17B of Sonic Automotive stock for Q4 2021, down 6.9% quarter-over-quarter.
  • 40 funds opened new Sonic Automotive positions in Q4 2021 and 28 closed out, a net change of +12 holders.
  • The largest Sonic Automotive buyer in Q4 2021 was Westwood Holdings Group, an estimated $26.2M added.
  • The largest Sonic Automotive seller in Q4 2021 was Victory Capital Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2021.